To learn about how to update your plugin visit: Updating the Plugin (Intacct)

We are introducing an upgraded Account Transfers (Intacct) experience for the Intacct plugin, featuring a modern UI, better tracking, and enhanced operational controls.

To access this feature, please reach out to your Bank Representative.

Table headers now remain fixed in view while scrolling through long lists on the Bank Accounts and Account Transfers pages and their History tabs, allowing you to reference column labels without returning to the top of the page.

We fixed an issue where exporting Payment Approvals history with a date range filter failed with an error. Filtered exports now generate files as expected.

We're excited to bring you enhanced table customization and persistent filtering capabilities for your Customers Bank. You can now tailor your payables management workspace by personalizing visible data fields, reordering your table layout, and pinning your most-used filters, so your workspace works the way you do.

For more information, please refer to our Product Guide: Customizable Columns and Filters (Intacct)

We've made a series of enhancements across the plugin to improve usability and visual clarity:

This AI-assisted feature enables you to describe your payment run using natural language. Upon submitting a request, the system generates a proposed payment run. You can then review and modify the proposed run prior to submission.

For more information, please refer to our Product Guide: Payment Optimization (Intacct)

We updated the tooltips in the Bank Account configuration modal so all messages under Available Payment Methods are fully visible, clearly readable, and easy to act on regardless of your screen or modal size.

Also, we simplified the note section on the Pay Bills page to make vendor management more straightforward. The updated note provides direct, clear instructions guiding you to the Payment Methods page to manage vendor records and preferences.

We're excited to announce support for Scheduled Payments (Intacct) within the Payables (Beta) Page. You can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow.

We've updated our onboarding wizard with new setup steps for automated workflows and approvals.

New users will now see two additional steps during initial setup:

We've improved the Bill Payments page by consistently aligning the 'To Pay' column, making your data easy to read with or without applied credits.

We're excited to introduce the Sandbox Checklist via the Portal, a guided, self-serve onboarding experience built directly in the FISPAN Portal to help clients get the most out of their Sandbox environment. The Sandbox Checklist is a structured list of post-onboarding sandbox checklist that guides clients through the plugin. This allows them to gain immediate clarity on the next steps once they are onboarding. It eliminates the guesswork by giving clients a clear, prioritized path through FISPAN's core capabilities, at their own pace.

Also, Product Assistant is now available on the Payables (Beta), Payment Methods (Beta), Payment Approvals, and Vendor Approvals pages. Product Assistant uses AI to instantly cross-reference your questions with our Product Guide, delivering real-time answers and direct links to the relevant documentation. It searches publicly available Product Guide content and provides trusted guidance, feature explanations, and links to source documentation directly in the experience. Product Assistant is a guidance tool only and does not make changes in the ERP or plugin.

In addition, we are excited to launch Payables Insights (Intacct), a centralized, real-time dashboard designed to give your finance team total visibility over your accounts payable, all in one place. The Payables Insights brings your most critical financial metrics into a single, actionable view.

We've enhanced the plugin experience with a refined user interface designed to create a more seamless and consistent experience across systems. Driven by customer feedback, these enhancements improve usability and navigation, seamlessly matching the native Intacct interface, while maintaining the workflows users know today. This release includes visual updates only; no functionality or processes have changed.

In addition, the Intacct plugin now features an improved "Vendor is Individual" custom field on the Vendor page with cleaner presentation and enhanced usability. The field has been updated and now includes a helpful tooltip that reads "Used by your bank plugin" when users hover over it, making its purpose immediately clear.

We’ve resolved a scrolling issue on the Balances and Transactions page, ensuring that clients with extensive account lists can now effortlessly view and access all bank accounts beyond the initial screen layout.

We are excited to announce a streamlined UI refresh and enhanced data visibility for our clients. This update focuses on better organization for diverse account types and improved transaction tracking.

The page you know as Balances and Transactions is evolving. To support our expanding ecosystem of account types, we have rebranded this space to Bank Accounts. This new UI provides a cleaner foundation for managing multiple financial streams in one place.

For more information, please refer to our Product Guide: Managing Bank Accounts (Intacct)

We are introducing an upgraded Positive Pay (Intacct) experience for the Intacct plugin, featuring a modern UI, enhanced visibility, and greater control. To enable this feature, please contact your Bank Representative. 

We’ve updated the Payment History page to ensure all transaction statuses are accurately represented. Records designated as "Completed with Change" now populate correctly within your history view. This update ensures the continued integrity of your payment data, providing a comprehensive and reliable audit trail for all finalized transactions.

Experience the next generation of payment management with Accounts Payable. We've launched our new Payments and Payment Methods modules, offering a powerful suite of capabilities to help you streamline payment runs and improve operational efficiency.

For more information on Accounts Payable and Payment Methods, please refer to our Product Guides: Bill Payments (Intacct)Vendor bill and Payment Methods (Intacct)payment methods

We've introduced Account-to-Account (A2A) transfers within the plugin. This upcoming feature will allow you to move funds seamlessly between matched bank accounts directly within your Intacct environment. Please note that while this option may now be visible, it is not yet active for use.

We’ve improved the bill payment process to prevent selection of bills linked to vendors with pending approval changes. This update enhances accuracy and ensures payments are processed only when vendor updates are fully approved.

General improvements and bug fixes.

General improvements and bug fixes.

You may now see that the Payment Approvals product is available with your ERP. Please note that this product is currently in a pilot phase. To inquire about being added to the pilot, please contact your bank representative directly.

For more information on Payment Approvals, please refer to our Product Guide: Payment Approvals (Intacct)